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What’s Your Sales Workflow?—Part 1: Managing Customer Relations

In this two-part series, Pat McGrew offers advice, tips, and strategies for optimizing your “sales workflow.” In part one, she takes a look at managing customer relationships via a CRM.

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About Pat McGrew

Leveraging more than three decades as an evangelist for technology in communication, InfoTrends’ Pat McGrew uses her technical and marketing background to lead the industry toward optimized business process and information workflows. She has worked with companies to help them define their five-year plans, audited workflow processes, and developed sales team interventions and education programs. Working with customers and their clients, she educates the industry in production workflows to promote effective communication. McGrew is the Co-Author of 8 industry books, editor of A Guide to the Electronic Document Body of Knowledge, and a regular writer in the industry trade press. Pat can be reached at [email protected]

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